Scharf Investments LLC Sells 40,300 Shares of Visa Inc. $V

Scharf Investments LLC reduced its stake in shares of Visa Inc. (NYSE:V) by 9.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 403,573 shares of the credit-card processor’s stock after selling 40,300 shares during the period. Visa accounts for approximately 3.8% of Scharf Investments LLC’s portfolio, making the stock its 9th biggest holding. Scharf Investments LLC’s holdings in Visa were worth $141,541,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in V. Insight Wealth Strategies LLC raised its stake in shares of Visa by 1.6% in the 3rd quarter. Insight Wealth Strategies LLC now owns 1,875 shares of the credit-card processor’s stock valued at $640,000 after acquiring an additional 29 shares in the last quarter. Old Port Advisors boosted its position in Visa by 0.9% during the third quarter. Old Port Advisors now owns 3,423 shares of the credit-card processor’s stock worth $1,169,000 after purchasing an additional 29 shares during the period. Carr Financial Group Corp grew its holdings in Visa by 2.4% during the third quarter. Carr Financial Group Corp now owns 1,290 shares of the credit-card processor’s stock valued at $440,000 after purchasing an additional 30 shares during the last quarter. Define Financial LLC grew its holdings in Visa by 4.0% during the third quarter. Define Financial LLC now owns 779 shares of the credit-card processor’s stock valued at $266,000 after purchasing an additional 30 shares during the last quarter. Finally, Patron Partners LLC raised its position in shares of Visa by 0.6% in the third quarter. Patron Partners LLC now owns 4,648 shares of the credit-card processor’s stock valued at $1,587,000 after purchasing an additional 30 shares during the period. Institutional investors own 82.15% of the company’s stock.

Visa Stock Up 0.8%

V stock opened at $300.88 on Friday. Visa Inc. has a twelve month low of $293.89 and a twelve month high of $375.51. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.51. The company has a market cap of $546.14 billion, a PE ratio of 28.22, a price-to-earnings-growth ratio of 1.71 and a beta of 0.80. The business’s 50-day simple moving average is $315.58 and its 200 day simple moving average is $331.79.

Visa (NYSE:V) last posted its quarterly earnings results on Thursday, January 29th. The credit-card processor reported $3.17 EPS for the quarter, beating the consensus estimate of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.The firm had revenue of $10.90 billion during the quarter, compared to analysts’ expectations of $10.69 billion. During the same quarter in the prior year, the firm posted $2.75 EPS. The company’s revenue for the quarter was up 14.6% on a year-over-year basis. On average, research analysts anticipate that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Tuesday, February 10th were paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date was Tuesday, February 10th. Visa’s dividend payout ratio is presently 25.14%.

Key Stories Impacting Visa

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa rolled out six AI-powered dispute-resolution tools aimed at cutting fraud losses, speeding chargeback resolution and reducing back‑office costs — a direct path to improving net margins and issuer/acquirer retention. Visa launches new AI tools to manage the charge dispute process
• Positive Sentiment: Visa highlights the same AI dispute push in broader press coverage; investors may view this as a scalable revenue/profitability lever if it reduces billions in avoidable costs across the payments ecosystem. AI Could Handle Your Next Credit Card Dispute, Visa Says
• Positive Sentiment: Deeper Ramp integration and expanded issuing deals position Visa as an embedded finance layer for enterprise bill-pay and real‑time controls — this can increase TPV and stickiness with corporate clients. How Ramp Visa (V) AI Bill‑Pay Deal Has Changed Its Embedded Payments Investment Story
• Positive Sentiment: Partnerships that bring crypto-to-payments (e.g., Bitget card launch with Visa in APAC) broaden payment flow sources and may lift transaction volumes over time. Bitget Brings Crypto Into Everyday Spending With APAC Launch of Bitget Card
• Positive Sentiment: Product enhancements that surface recurring payments in mobile banking apps improve cardholder engagement and reduce churn for issuers and merchants — supportive for long‑term TPV growth. Visa Inc. (V) makes it easy to track recurring payments on mobile banking apps
• Neutral Sentiment: Analyst coverage remains generally favorable (consensus Buy) even as some targets shift; watch revisions for guidance on margin and volume assumptions. Visa Inc. (NYSE:V) Receives Average Rating of “Buy” from Analysts
• Neutral Sentiment: Several market writeups include Visa as a beneficiary of broader crypto and blockchain adoption — positive optionality but not a primary revenue driver yet. Top Cryptocurrency Stocks You Should Watch for a Healthy Portfolio
• Negative Sentiment: UBS trimmed its price target on Visa, signaling some analyst caution on upside from current levels — investors should monitor whether other firms follow. UBS Group Lowers Visa (NYSE:V) Price Target to $390.00
• Negative Sentiment: Competitive moves (e.g., Mastercard targeting SMB spend via Amazon integrations) increase rivalry in embedded payments and could pressure interchange and product-share gains. Can Mastercard Capture SMB Spend Through Amazon’s Ecosystem?
• Negative Sentiment: Policy risks remain: proposals to cap credit-card interest rates could reduce interchange yields and card availability if enacted — a macro/regulatory downside to monitor. Credit card interest rate cap could reduce access for over 100 million Americans, analysis finds

Insider Activity at Visa

In related news, Director Lloyd Carney sold 650 shares of the firm’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $309.62, for a total value of $201,253.00. Following the completion of the transaction, the director directly owned 2,679 shares of the company’s stock, valued at $829,471.98. This trade represents a 19.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.12% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on V. Evercore set a $380.00 price objective on shares of Visa in a research note on Friday, December 12th. Cantor Fitzgerald upgraded shares of Visa to a “strong-buy” rating in a report on Tuesday, January 27th. Daiwa Securities Group raised shares of Visa from a “neutral” rating to an “outperform” rating and set a $370.00 target price for the company in a research report on Monday, February 2nd. Piper Sandler set a $160.00 price target on shares of Visa in a report on Wednesday, January 28th. Finally, UBS Group lowered their price target on Visa from $425.00 to $390.00 and set a “buy” rating on the stock in a research report on Tuesday. Seven equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Visa presently has an average rating of “Buy” and a consensus target price of $390.96.

Visa Profile

Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.

Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.